DIMENSIONAL ETF TRUST's ticker is DFAI and the CUSIP is 25434V203. A total of 211 filers reported holding DIMENSIONAL ETF TRUST in Q1 2022. The put-call ratio across all filers is - and the average weighting 1.1%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2023 | $4,470,054 | -1.7% | 171,201 | +2.8% | 1.82% | +8.1% |
| Q2 2023 | $4,546,292 | +4.4% | 166,470 | +3.0% | 1.68% | +0.2% |
| Q1 2023 | $4,354,282 | +68.5% | 161,569 | +56.6% | 1.68% | +54.7% |
| Q4 2022 | $2,583,525 | +18.5% | 103,176 | +2.0% | 1.08% | +12.1% |
| Q3 2022 | $2,181,000 | -14.0% | 101,182 | -3.7% | 0.97% | -24.7% |
| Q2 2022 | $2,536,000 | -14.2% | 105,087 | +0.0% | 1.29% | -9.6% |
| Q1 2022 | $2,957,000 | -0.8% | 105,071 | +4.2% | 1.42% | +3.9% |
| Q4 2021 | $2,981,000 | +17.5% | 100,856 | -4.0% | 1.37% | +6.5% |
| Q2 2021 | $2,536,000 | – | 105,087 | – | 1.29% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| RAM Investment Partners, LLC | 1,252,380 | $35,868,159 | 12.51% |
| Valued Wealth Advisors LLC | 490,778 | $12,814,218 | 11.84% |
| Stonehearth Capital Management, LLC | 551,987 | $15,808,903 | 7.77% |
| RVW Wealth, LLC | 1,566,301 | $44,858,850 | 4.93% |
| CATALYST PRIVATE WEALTH, LLC | 90,256 | $2,584,932 | 1.21% |
| Versant Capital Management, Inc | 84,083 | $2,408,135 | 0.72% |
| Pure Financial Advisors, LLC | 670,993 | $19,217,245 | 0.66% |
| Bromfield Sneider Wealth Advisors | 18,278 | $523,469 | 0.35% |
| Apella Capital, LLC | 222,604 | $6,281,892 | 0.35% |
| CGN Advisors LLC | 67,605 | $1,936,207 | 0.27% |